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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Funds holding	Growth	Growth %	Fund value
126	126 DELISTED Paycor HCM, Inc. Common Stock PYCR	164	+15	+10%	$1.59B
127	127 DELISTED MODEL N, INC. MODN	163	-5	-3%	$1.13B
128	128 DELISTED Sapiens International SPNS	157	+6	+4%	$549M
129	129 Alkami Technology ALKT $1.52B	154	+21	+16%	$1.34B
130	130 8x8 Inc EGHT $299M	151	-11	-7%	$309M
131	131 Weave Communications WEAV $595M	151	+18	+14%	$580M
132	LGTY 132 DELISTED Logility Supply Chain Solutions, Inc. Common Stock LGTY	145	0	0%	$285M
133	133 Definitive Healthcare DH $106M	144	+6	+4%	$930M
134	134 Thryv Holdings THRY $53.8M	143	+8	+6%	$769M
135	135 Consensus Cloud Solutions CCSI $679M	142	-11	-7%	$274M
136	136 NRC Health Common Stock NRC $467M	142	+10	+8%	$505M
137	137 Cellebrite CLBT $2.86B	141	+25	+22%	$836M
138	138 AvePoint AVPT $3.15B	139	+14	+11%	$648M
139	139 OneSpan OSPN $659M	137	+7	+5%	$374M
140	140 DELISTED Jamf JAMF	136	+12	+10%	$2.21B
141	141 i3 Verticals IIIV $299M	135	-14	-9%	$492M
142	142 Klaviyo KVYO $5.15B	130	+28	+27%	$2.47B
143	143 Amplitude AMPL $1.98B	129	-9	-7%	$661M
144	144 Blend Labs BLND $237M	129	+19	+17%	$406M
145	145 Huckleberry.ai, Inc. Class B Common Stock HUCK $151M	129	-9	-7%	$210M
146	146 DELISTED E2open Parent Holdings ETWO	127	+8	+7%	$1.51B
147	147 SmartRent SMRT $222M	126	+3	+2%	$346M
148	148 DELISTED Semrush SEMR	125	+14	+13%	$808M
149	149 DELISTED ON24 ONTF	111	-1	-0.9%	$215M
150	150 Rimini Street RMNI $384M	111	+8	+8%	$197M